Loring Wolcott & Coolidge Fiduciary Advisors’s Takeda Pharmaceutical TAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-647
| Closed | -$12K | – | 654 |
|
|
2020
Q4 | $12K | Sell |
647
-264
| -29% | -$4.9K | ﹤0.01% | 550 |
|
|
2020
Q3 | $16K | Sell |
911
-163
| -15% | -$2.86K | ﹤0.01% | 483 |
|
|
2020
Q2 | $19K | Buy |
1,074
+163
| +18% | +$2.88K | ﹤0.01% | 458 |
|
|
2020
Q1 | $14K | Hold |
911
| – | – | ﹤0.01% | 509 |
|
|
2019
Q4 | $18K | Hold |
911
| – | – | ﹤0.01% | 545 |
|
|
2019
Q3 | $16K | Hold |
911
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $16K | Hold |
911
| – | – | ﹤0.01% | 526 |
|
|
2019
Q1 | $19K | Buy |
+911
| New | +$19K | ﹤0.01% | 525 |
|